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CBIZ Investment Advisory Services’s iShares MSCI EAFE ETF EFA Stock Holding History

CBIZ Investment Advisory Services’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$306K Sell
2,996
-2,560
-46% -$256K 0.01% 39
2025
Q4 		$534K Sell
5,556
-618
-10% -$58.6K 0.02% 35
2025
Q3 		$576K Hold
6,174
– – 0.02% 32
2025
Q2 		$552K Hold
6,174
– – 0.02% 31
2025
Q1 		$505K Hold
6,174
– – 0.02% 29
2024
Q4 		$467K Buy
6,174
+36
+0.6% +$2.85K 0.02% 32
2024
Q3 		$513K Sell
6,138
-49
-0.8% -$3.94K 0.03% 30
2024
Q2 		$485K Buy
6,187
+93
+2% +$7.37K 0.03% 29
2024
Q1 		$487K Hold
6,094
– – 0.03% 29
2023
Q4 		$459K Sell
6,094
-147
-2% -$10.4K 0.04% 29
2023
Q3 		$430K Hold
6,241
– – 0.04% 21
2023
Q2 		$452K Hold
6,241
– – 0.04% 22
2023
Q1 		$446K Buy
6,241
+19
+0.3% +$1.33K 0.04% 23
2022
Q4 		$408K Buy
6,222
+5,600
+900% +$351K 0.16% 23
2022
Q3 		$348K Sell
622
-50,348
-99% -$3.14M 0.35% 22
2022
Q2 		$3.34M Buy
+50,970
New +$3.47M 0.31% 17
2022
Q1 		– Sell
-52,054
Closed -$4.03M – 23
2021
Q4 		$4.03M Buy
+52,054
New +$4.12M 0.31% 15
2021
Q3 		– Hold
0
– – – 13
2021
Q2 		– Hold
0
– – – 12
2021
Q1 		– Hold
0
– – – 12
2020
Q4 		– Hold
0
– – – 29
2020
Q3 		– Hold
0
– – – 30
2020
Q2 		– Hold
0
– – – 32
2020
Q1 		– Hold
0
– – – 30
2019
Q4 		– Hold
0
– – – 36

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CBIZ Investment Advisory Services's EFA Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its iShares MSCI EAFE ETF (EFA) stake by 46% in Q1 2026, selling an estimated $256K and leaving 2,996 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #39.

CBIZ Investment Advisory Services first reported a position in EFA in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.03M in Q4 2021. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • CBIZ Investment Advisory Services held 2,996 shares of iShares MSCI EAFE ETF worth $306K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 2,560 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $256K.
  • iShares MSCI EAFE ETF made up 0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #39 holding.
  • CBIZ Investment Advisory Services first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • CBIZ Investment Advisory Services's iShares MSCI EAFE ETF position peaked at $4.03M in Q4 2021.
  • 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.